See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,489,113 | $115,882+1185.0% | $100,516+1381.5% | $158,922+837.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.28% | 34.79%-27.5pp | 30.89%-23.6pp | 302.83%-295.5pp |
| Employer contribution / active EE | $6,438 | $4,103+56.9% | $3,418+88.4% | $4,761+35.2% |
| Participant deferral / active EE | $18,980 | $6,674+184.4% | $6,270+202.7% | $5,982+217.3% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |